I. Selected Financial News

Four ministries and commissions, including the Central Bank: By 225, a standard system suitable for the construction of a modern financial system will be basically established

The People's Bank of China, the General Administration of Market Supervision, China Banking and Insurance Regulatory Commission and the China Securities Regulatory Commission issued the "Tenth Five-Year Development Plan for Financial Standardization". The target is that by 225, the standard system suitable for the construction of modern financial system will be basically completed, and the standards will be deeply integrated with financial supervision, financial market and financial services. The economic, social, quality and ecological benefits of financial standardization will be fully demonstrated, and the position and role of standardization in supporting the high-quality development of the financial industry will be more prominent.

the central bank and other departments: steadily push forward the construction of financial science and technology standards, and prevent illegal financial business in the name of science and technology.

The central bank and other departments issued the 14th Five-Year Development Plan for Financial Standardization. It is mentioned that the construction of financial technology standards will be steadily promoted. Strengthen the development and effective application of standards such as cloud computing, blockchain, big data, artificial intelligence, biometrics, and Internet of Things, and lead the healthy development of financial technology norms. In-depth implementation of financial technology development index evaluation standards, to provide support for self-regulatory organizations to release development index in real time. Promote the construction of the standard system of scientific and technological ethics governance in the financial field. Accelerate the implementation of correspondence data standards and promote the steady development of correspondence digitalization. Adhere to strict separation between financial business and non-financial business, clarify the boundary between scientific and technological services and financial business, and prevent illegal financial business in the name of science and technology.

Development and Reform Commission: Internet enterprises should accelerate the transformation and upgrading of traditional industries and reduce the operating costs of participants in the platform economy

On the afternoon of January 28th, the Central Information Office, the National Development and Reform Commission, the Ministry of Industry and Information Technology and the General Administration of Market Supervision jointly held a symposium on promoting the healthy and sustainable development of Internet enterprises. Lin Nianxiu, deputy director of the National Development and Reform Commission, said that during the "14th Five-Year Plan" period, the digital economy will inject more powerful impetus into China's economic and social development, and Internet companies should seize the opportunity and take advantage of the situation. First, we should pay more attention to innovation breakthroughs, strengthen technological innovation, deepen model innovation, and enhance the level of globalization. Second, we must pay more attention to empowering the high-quality development of the real economy, accelerate the transformation and upgrading of traditional industries, provide high-quality products and services, and lead new consumption and quality consumption. Third, we should pay more attention to creating a fair and inclusive development environment, reduce the operating costs of platform economy participants, strengthen the protection of workers' rights and interests in new employment forms, and let the development of digital economy benefit more people.

European Union announces Chip Act, which plans to significantly increase the share of chip production

The European Commission announces Chip Act, which has attracted much attention from the outside world, and plans to significantly increase the share of chip production in the world. According to the bill, the EU will invest more than 43 billion euros in public and private funds to support chip production, pilot projects and start-ups. Among them, 11 billion euros will be used to strengthen existing research, development and innovation to ensure the deployment of advanced semiconductor tools and experimental production lines for prototype design and testing. By 23, the EU plans to increase its share of global chip production from the current 1% to 2%. Ursula von der Leyen, president of the European Commission, said on the same day that the Chip Act could change the global competitiveness of the EU. In the short term, it will enable the EU to predict and avoid supply chain disruptions, thus improving its ability to resist future crises; In the medium term, it will help the EU to become a leader in the chip strategic market.

major projects in all parts of the country started smoothly and orderly, pushing forward the steady and healthy development of the economy

around the Spring Festival in p>222, a large number of major projects started smoothly, pushing forward the steady and healthy development of the economy, among which infrastructure, industrial upgrading, new infrastructure and major livelihood projects became important layout areas. Around the Spring Festival, major projects were started in various parts of the country. In the first quarter of Sichuan Province, 1 major projects with a total investment of 232.2 billion yuan were organized, involving infrastructure, modern industries, people's livelihood and social undertakings. Anhui Province has started 731 major projects with a total investment of 376.6 billion yuan and an annual planned investment of 126.25 billion yuan, involving strategic emerging industries, transportation, social undertakings and other fields. 358 projects in Zhejiang Province started construction in a centralized way, with a total investment of 638.6 billion yuan and an annual planned investment of 92.1 billion yuan. It is planned to start construction substantially before the end of March. The first batch of major projects in five new cities in Shanghai started in the New Year, and 4 major projects involved high-end industries, science and technology, infrastructure, major people's livelihood and other fields, with a total investment of 132.82 billion yuan.

(investment consultant: Lin Xurui, practicing certificateNo. S2661514)

Second, the focus of market hotspots

Market comments: the index fluctuated and divided, and steady growth remained the main line of the market

On the second trading day of the Year of the Tiger, the trend differentiation of the A-share index was obvious, and the Shanghai Composite Index closed up .67% at 3,452.63 points. The market turnover was 878.8 billion yuan, slightly larger than yesterday. In terms of industry sectors, coal, hotel catering and tourism were among the top gainers, while electrical equipment, semiconductors and wine-making were significantly adjusted back. Throughout the day, the impact of the new energy theme on market sentiment was more obvious, and investors' emotions often became sensitive during the performance vacuum period, and they were obviously worried about the valuation contraction caused by liquidity changes and the slowdown of economic growth. The subsequent high-valuation sectors still needed time to digest. From the recent disk, the market has gradually shifted from "high economic growth" to the main line of steady growth policy investment. In operation, it is suggested to focus on grasping the main line of value blue-chip investment, focusing on brokerage, banking, real estate, infrastructure and other sectors. The stock market is risky, so you need to be cautious in investing.

(investment consultant Gu Zhixiong registered investment consultant certificate number: S266611266)

Macro perspective: central bank and China Banking and Insurance Regulatory Commission: affordable rental housing loans are not included in the management of real estate loan concentration

Event: On February 8, the People's Bank of China and the Insurance Regulatory Commission of Bank of China jointly issued the Notice on the exclusion of loans related to affordable rental housing from the management of real estate loan concentration (. The Notice stipulates that the relevant loans issued by banking financial institutions to affordable rental housing projects with certificates of affordable rental housing projects are not included in the management of real estate loan concentration. .

Source: Beijing News

Comments: According to the Notice, in the next step, the central bank and China Banking and Insurance Regulatory Commission will speed up the establishment and improvement of the housing rental financial system, continue to increase financial support for the construction of affordable housing and the development of the long-term rental market, and promote the virtuous circle and healthy development of the real estate industry. From the news, the overall real estate industry will be positively stimulated, so we can pay due attention to relevant leading companies.

(investment consultant Gu Zhixiong's registered investment consultant certificate number: S266611266)

Securities industry: the dividend of the capital market system is released, which is beneficial to the valuation of the brokerage industry

Event: Recently, the CSRC publicly solicited opinions and planned to introduce a market maker mechanism in science and technology innovation board. The access conditions such as "the net capital in the last 12 months has not been less than 1 billion yuan" and "the classification rating in the last three years is above Class A and Class A (inclusive)" have been set. Enhance science and technology innovation board's liquidity.

Source: Shanxi Securities Research Report

Comments: From the analysis of the impact of the introduction of the market maker mechanism on the brokerage sector in science and technology innovation board, it will be conducive to the transformation of brokerage self-operated business into market-making trading business. The deepening reform of the capital market supports the macroeconomic transformation and serves the national strategic objectives. At the same time, the securities industry also fully benefits from the broad business opportunities contained in the real economy. The risk of light asset business is relatively low, and it has little restriction on capital, which helps to smooth out the fluctuation of performance and is more favored by the market in valuation. It is suggested that we should actively pay attention to the layout of head brokers.

(investment consultant Gu Zhixiong registered investment consultant certificateNo.: S266611266)

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